Articles on: Workspace

Workspace Tags

Collaborating on mutual connections and opportunities has never been easier with new Workspace tagging.

Once you create the workspace, or invite your teammates to join, all the existing tags will be synced in the workspace and you will be able to see already tagged connections on the screen and leverage the existing tags, or create new ones.

Connections page

Tags can be applied in bulk by selecting the connections and clicking on the Apply Tag button.

While creating/ applying tags you can set them as public or private. This will allow you to manage sharing between accounts/ users, and have a control over what you share with your team.



Apply Tag

If the tag is already created it will appear in the list, or you can search by the tag name, and you can create a new tag on the spot and also change the color accordingly before you save and apply it.

Both Manager and Team Members can tag all connections, no matter of who is the connections' owner.

All created tags can be found under the Tag section in the main menu.

Tags Menu

In this section, you can see all the tags created by Manager or Members, edit or delete tags, and see the number of connections tagged with a specific tag.
You can also check whether the tag is shared among users in the Workspace or kept private and change the sharing options.

All Tags are set to be Public by default. Existing tags can be switched from public to personal and vice versa in the main Tag tab.

The owner of the Workspace can rewrite the user settings.

Clicking on the number of tagged connections will open up the connection page with the filter by tag applied and the list of the tagged connections.

The same list can be obtained using filters on the connections page and filtering by the tag applied. Tags are working based on the AND/OR logic so you can chose between those two terms when using this filter.

AND- showing the connections that have both tags applied

OR- showing the connections that have one or the other tag applied

You can also use the exclude tag filter to get the list of connections that do not contain certain tags. Note that the Tags you selected in the Tags dropdown are not shown in Exclude Tag dropdown and vice versa.

Filter by Tag

In case you want to remove a tag from a connection you just need to find that specific connection and then click on the ellipsis (⋯) - More Menu - on the right-hand side of the connection row and select Remove Tag(s) option.

Remove Tag

Tags that are applied to connections within the Personal Account after joining the Workspace won't get synced in the Workspace in the v1. That functionality will come in the v2 with additional user permissions.

If you have any questions do not hesitate to initiate a live chat.

Your LeadDelta team
P.S. See you on LinkedIn

Updated on: 24/05/2023

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